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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
HWM
4451
Howard Wealth Management
Connecticut
$140M +$17.8M +15% 5.75% 60.3% 121 13.22%
RHI
4452
Richmond Hill Investments
New York
$140M -$5.34M -4% 7.04% 55.2% 8 0%
BC
4453
Barnett & Company
Tennessee
$140M +$16.9M +14% 7.16% 65.9% 315 15.24%
TA
4454
Trellis Advisors
Washington
$140M +$12.8M +10% 8.59% 23.3% 71 14.08%
TWM
4455
Titus Wealth Management
California
$140M +$13.1M +10% 7.54% 26.6% 124 14.52%
IIM
4456
Ironwood Investment Management
Massachusetts
$140M +$11.5M +9% 12.7% 164% 163 7.36%
PWM
4457
PRW Wealth Management
Massachusetts
$140M +$14.2M +11% 11.4% 42.3% 85 10.59%
HFA
4458
HC Financial Advisors
California
$140M +$11.5M +9% 8.82% 31.2% 421 19%
SFG
4459
Sowa Financial Group
Rhode Island
$140M +$7.31M +6% 6.55% 77.7% 358 38.27%
CWA
4460
Clarity Wealth Advisors
California
$139M +$12.7M +10% 11.4% 85.1% 64 14.06%
AC
4461
Aperimus Capital
California
$139M -$69.1M -33% 6.21% 44% 3 0%
KFS
4462
Kelly Financial Services
Massachusetts
$139M +$10.3M +8% 6.65% 58.4% 625 9.28%
SGMP
4463
Spark Growth Management Partners
Massachusetts
$139M -$21.9M -14% 13.6% 1 0%
SFPG
4464
Stonebridge Financial Planning Group
Florida
$139M +$21.6M +18% 10.7% 67.2% 423 14.42%
TS
4465
Twin Securities
New York
$139M -$29.6M -18% 73.4% 506% 20 70%
GCA
4466
GSI Capital Advisors
California
$139M +$15.6M +13% 1.85% 39.7% 32 40.63%
SWMG
4467
Signature Wealth Management Group
Georgia
$139M +$8.17M +6% 5.04% 74 13.51%
ICM
4468
IMS Capital Management
Oregon
$139M +$9.81M +8% 17.4% 119% 128 24.22%
SAM
4469
Sequent Asset Management
Texas
$139M +$6.71M +5% 3.54% 51.3% 64 7.81%
XSC
4470
X-Square Capital
Puerto Rico
$139M -$2.05M -1% 7.32% 158% 110 32.73%
TI
4471
Truehand Inc
New Hampshire
$139M +$8.94M +7% 9.32% 86.9% 216 0.93%
FSA
4472
Financial Services Advisory
Maryland
$139M -$58.5M -30% 7.43% 75.8% 28 50%
GSC
4473
G&S Capital
Colorado
$138M +$26.6M +24% 8.27% 77.2% 96 47.92%
CFO
4474
CVA Family Office
Colorado
$138M +$16.8M +14% 7.41% 71.6% 368 14.67%
BBWA
4475
Bell & Brown Wealth Advisors
California
$138M +$10.4M +8% 14.1% 71 4.23%